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PA
Planning Alternatives’s
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
Stock Holding History
Planning Alternatives’s Portfolio
VTIP Stock Details
VTIP Fund Activity
Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2018
Q3
–
Sell
-4,193
Closed
-$205K
–
52
2018
Q2
$205K
Buy
+4,193
New
+$205K
0.04%
47
2018
Q1
–
Sell
-10,333
Closed
-$504K
–
54
2017
Q4
$504K
Sell
10,333
-4,612
-31%
-$228K
0.09%
38
2017
Q3
$739K
Sell
14,945
-267
-2%
-$13.2K
0.14%
32
2017
Q2
$749K
Sell
15,212
-24,502
-62%
-$1.21M
0.14%
31
2017
Q1
$1.97M
Sell
39,714
-211
-0.5%
-$10.4K
0.38%
27
2016
Q4
$1.96M
Sell
39,925
-1,666
-4%
-$82.3K
0.41%
26
2016
Q3
$2.06M
Hold
41,591
–
–
0.44%
25
2016
Q2
$2.06M
Sell
41,591
-1,752
-4%
-$86.1K
0.45%
25
2016
Q1
$2.13M
Sell
43,343
-782
-2%
-$37.9K
0.47%
26
2015
Q4
$2.13M
Sell
44,125
-131
-0.3%
-$6.33K
0.5%
27
2015
Q3
$2.14M
Sell
44,256
-275
-0.6%
-$13.3K
0.53%
25
2015
Q2
$2.17M
Buy
44,531
+186
+0.4%
+$9.05K
0.46%
25
2015
Q1
$2.15M
Sell
44,345
-638
-1%
-$30.9K
0.49%
23
2014
Q4
$2.17M
Sell
44,983
-1,176
-3%
-$57.8K
0.47%
23
2014
Q3
$2.28M
Sell
46,159
-286
-0.6%
-$14.3K
0.56%
20
2014
Q2
$2.33M
Sell
46,445
-267
-0.6%
-$13.3K
0.58%
20
2014
Q1
$2.3M
Sell
46,712
-3,494
-7%
-$173K
0.67%
16
2013
Q4
$2.47M
Buy
+50,206
New
+$2.48M
0.75%
15
Other funds holding VTIP
Betterment LLC
New York
$52.8B AUM
15.34%
1-Year Est. Return
SEI Investments
Oaks, Pennsylvania
$108B AUM
26.14%
1-Year Est. Return
Goldman Sachs
New York
$761B AUM
31.28%
1-Year Est. Return
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
TAIM
TD Ameritrade Investment Management
Omaha, Nebraska
$9.4B AUM
7.2%
1-Year Est. Return
Wells Fargo
San Francisco, California
$501B AUM
22.01%
1-Year Est. Return
FT
Fiduciary Trust
Boston, Massachusetts
$8.46B AUM
21.38%
1-Year Est. Return
VA
Valmark Advisers
Akron, Ohio
$8.42B AUM
14.36%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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